See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,672 | $102,966-41.1% | $90,281-32.8% | $152,861-60.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.13% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,726 | $3,139+50.6% | $2,854+65.6% | $4,762-0.8% |
| Participant deferral / active EE | $2,034 | $4,281-52.5% | $3,885-47.6% | $5,850-65.2% |
| Admin fee / account holder | $197 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |